[WSBAPT] Situs issue

[Tom Stuen]

Roger:  My friend Gordon Logan serves as a consultant for American home
buyers in San Miguel de Allende, where he built his own home.  He is near
Guanajuato and Dolores Hidalgo, if your client is interested in those areas
of central Mexico, I can get contact information.

Tom

 

From: wsbapt-bounces at lists.wsbarppt.com
[mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Roger Hawkes
Sent: Saturday, May 16, 2015 7:48 AM
To: WSBA Probate & Trust Listserv
Subject: Re: [WSBAPT] Situs issue

 

If anyone on this list is licensed to practice in Mexico, please make
yourself known.  There is ample work available for retirees moving there.

 

Roger Hawkes, WSBA # 5173

19909 Ballinger Way NE

Shoreline, WA 98155

www.hawkeslawfirm.com <http://www.hawkeslawfirm.com> 

206 367 5000

Fax is 206 367 4005

 

From: jeffrey winter [mailto:jdwinter at hotmail.com] 
Sent: Friday, May 15, 2015 11:37 AM
To: wsbapt at lists.wsbarppt.com <mailto:wsbapt at lists.wsbarppt.com> 
Subject: [WSBAPT] Situs issue

 

Listmates:

 

PC is presently a Washington resident.  She and her spouse have existing an
existing trust and Wills prepared when they lived in California.  However,
in the very near future (weeks, I believe) she and her spouse intend to sell
their home here and relocate to Mexico.  The only asset left behind in
Washington will be a bank account (and nothing left in California).

 

I am inclined to have her contact un Abogado once she is established in
Mexico.  The bank account can probably be addressed with a POD/TOD
designation.  The total estate is approx. $1.5 million.

 

Am I missing something?  

 

Also, are any of you licensed to practice in Mexico per chance?

 

Jeffrey D. Winter

Law Office of Jeffrey D. Winter, P.S.
604 North Main Street
Ellensburg, WA 98926
(509) 925-9600 tel.
(509) 925-9606 fax

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